EHRLICH FINANCIAL GROUP VIG Holdings History
EHRLICH FINANCIAL GROUP's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, EHRLICH FINANCIAL GROUP held 11,195.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $2.29 Mil. This investment constitutes 1.48% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2023Q4. And since then EHRLICH FINANCIAL GROUP has made 2 purchases of VIG, at an average price of $161.50, for a total of 19,737.00 shares. In addition, there have been 4 sales at an average price of $191.40 for 8,542.00 shares. Based on historical transaction data and VIG's current price of $206.10, EHRLICH FINANCIAL GROUP's estimated gain on his VIG holdings is $754,710.32, reflecting a 23.68% gain to date.
EHRLICH FINANCIAL GROUP VIG ($206.10) Holding Chart
EHRLICH FINANCIAL GROUP VIG ($206.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
